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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $532,768 | $183,516+190.3% | $155,534+242.5% | $145,884+265.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.68% | 61.43%-47.7pp | 64.92%-51.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $40,690 | $5,315+665.6% | $4,675+770.4% | $4,662+772.7% |
| Participant deferral / active EE | $25,108 | $6,467+288.3% | $5,630+345.9% | $6,690+275.3% |
| Admin fee / account holder | $265,762 | $19,293+1277.5% | $15,900+1571.5% | $13,392+1884.5% |